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CIK: 0001650092
Total reported value
$362.7M
$362.7M
83 檔
22.5%
At the close of Q1 2025, Westbourne Investment Advisors, Inc. disclosed equity holdings valued at approximately $362.7M, spread across 83 reported holdings.
In Q1 2025, Westbourne Investment Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.99% | +0.31% | -0.91% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.24% | -0.23% | +0.63% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.54% | -0.29% | -1.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.27% | +0.24% | -0.58% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 5.00% | -0.19% | +1.05% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 3.84% | +0.16% | +0.84% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.67% | +0.42% | -0.47% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.49% | -0.22% | +1.43% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 3.16% | +0.53% | -0.08% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 2.66% | -0.62% | -2.50% | |
| 11 | VLO | Valero Energy CORP | Stock-Energy | 2.63% | -0.35% | +1.97% | |
| 12 | PAYX | Paychex Inc | Stock-Tech | 2.63% | +0.07% | +1.32% | |
| 13 | TOST | Toast Inc-class A | Stock-Tech | 2.60% | +0.34% | -1.87% | |
| 14 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 2.53% | +0.19% | +0.52% | |
| 15 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 2.39% | +0.46% | +1.66% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.34% | +0.05% | +1.33% | |
| 17 | ELV | Elevance Health Inc | Stock-Healthcare | 2.27% | — | +1.95% | |
| 18 | ACN | Accenture plc | Stock-Tech | 2.10% | -0.30% | +1.92% | |
| 19 | CB | Chubb Limited | Stock-Financials | 2.09% | -0.04% | +4.17% | |
| 20 | C | Citigroup Inc | Stock-Financials | 2.01% | +0.23% | +1.09% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.16% | +1.37% | |
| 22 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.89% | -0.32% | +3.88% | |
| 23 | CNC | Centene CORP | Stock-Healthcare | 1.86% | — | +3.22% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.73% | +0.23% | +5.64% | |
| 25 | MEOH | Methanex CORP | Stock-Other | 1.49% | -0.81% | +1.51% | |
| 26 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.40% | — | +2.18% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.37% | +0.16% | +8.34% | |
| 28 | DOCU | Docusign Inc | Stock-Tech | 1.33% | +0.06% | +0.35% | |
| 29 | SNAP | Snap Inc - A | Stock-Comm Services | 1.13% | -0.67% | +2.67% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | +0.03% | — | |
| 31 | BMBL | Bumble Inc-a | Stock-Other | 0.80% | — | +6.32% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.04% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.17% | -0.87% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.63% | -0.06% | +0.53% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.04% | +1.62% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.12% | +0.32% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.03% | -1.28% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.09% | -0.26% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.02% | -0.14% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.02% | -1.41% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.03% | — | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.07% | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | +0.01% | +6.61% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.44% | -0.01% | -5.00% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.41% | -0.09% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | — | -8.72% | |
| 47 | COF | Capital One Financial CORP | Stock-Financials | 0.40% | +0.01% | -2.40% | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.38% | -0.06% | EXIT | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.05% | -1.25% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.34% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 6 | BAC | Bank Of America CORP | — | NEW | New buy |
| 7 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 8 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 9 | MS | Morgan Stanley | — | NEW | New buy |
| 10 | NFLX | Netflix Inc | — | NEW | New buy |
| 11 | VLO | Valero Energy CORP | — | NEW | New buy |
| 12 | PAYX | Paychex Inc | — | NEW | New buy |
| 13 | TOST | Toast Inc-class A | — | NEW | New buy |
| 14 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 15 | CVCO | Cavco Industries Inc | — | NEW | New buy |
| 16 | HD | Home Depot Inc | — | NEW | New buy |
| 17 | ELV | Elevance Health Inc | — | NEW | New buy |
| 18 | ACN | Accenture plc | — | NEW | New buy |
| 19 | CB | Chubb Limited | — | NEW | New buy |
| 20 | C | Citigroup Inc | — | NEW | New buy |
| 21 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 22 | BAH | Booz Allen Hamilton Holdings | — | NEW | New buy |
| 23 | CNC | Centene CORP | — | NEW | New buy |
| 24 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 25 | MEOH | Methanex CORP | — | NEW | New buy |
| 26 | LYB | LyondellBasell Industries N.V. | — | NEW | New buy |
| 27 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 28 | DOCU | Docusign Inc | — | NEW | New buy |
| 29 | SNAP | Snap Inc - A | — | NEW | New buy |
| 30 | PM | Philip Morris International | — | NEW | New buy |
| 31 | BMBL | Bumble Inc-a | — | NEW | New buy |
| 32 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 33 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 34 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | PEP | Pepsico Inc | — | NEW | New buy |
| 39 | ABBV | Abbvie Inc | — | NEW | New buy |
| 40 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 43 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 44 | MCO | Moody's CORP | — | NEW | New buy |
| 45 | COP | Conocophillips | — | NEW | New buy |
| 46 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 47 | COF | Capital One Financial CORP | — | NEW | New buy |
| 48 | FISV | Fiserv Inc | — | NEW | New buy |
| 49 | ABT | Abbott Laboratories | — | NEW | New buy |
| 50 | MO | Altria Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Westbourne Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $362.7M across 83 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, META) accounted for 22.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $19.7M
During Q1 2025, Westbourne Investment Advisors, Inc.'s top holdings by market value included AAPL (7.0%)、MSFT (6.2%)、META (5.5%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q1 2025, Westbourne Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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